New Business Coordinator

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: www.NFP.com.

Summary:

As a New Business Coordinator, you will support the New Business team in handling life insurance underwriting requirements, reviewing medical records, and coordinating policy implementation activities. This role is responsible for tracking underwriting cases, preparing medical summaries, maintaining accurate documentation, and working with carriers, advisors, medical providers, and internal stakeholders to facilitate timely case progression and policy placement. The New Business Coordinator will also gain exposure to insurance portfolio implementation and progressively assume responsibility for handling straightforward cases and smaller portfolios independently. This position offers an opportunity to develop technical expertise in life insurance underwriting, case management, and portfolio implementation while contributing to a collaborative, service-oriented team.

Principal Accountabilities:

• Order and manage Attending Physician Statements (APS), medical records, and other underwriting requirements for active cases.
• Monitor outstanding underwriting requirements and coordinate follow-up activities to ensure timely case progression.
• Maintain accurate case notes, underwriting updates, and supporting documentation within Salesforce and other internal systems.
• Coordinate with medical providers, insurance carriers, examination vendors, and third-party partners to obtain required information.
• Assist in preparing underwriting submissions and supporting documentation for carrier review.
• Review and organize medical records received from physicians, hospitals, and other healthcare providers.
• Prepare concise medical summaries highlighting relevant diagnoses, treatments, medications, procedures, laboratory findings, and other underwriting considerations.
• Identify and advance significant medical findings or potential underwriting concerns to senior New Business leadership.
• Ensure accuracy, confidentiality, and appropriate handling of sensitive medical information.
• Support the New Business team throughout the insurance portfolio implementation and policy placement process.
• Assist with policy issuance tracking, carrier follow-up, funding requirements, policy reviews, and delivery preparation.
• Coordinate communication between carriers, advisors, and internal collaborators to facilitate efficient policy implementation.
• Participate in implementation meetings and collaborate with senior team members to develop an understanding of portfolio management.
• Develop working knowledge of carrier processes, underwriting practices, and insurance implementation workflows.
• Progressively assume responsibility for managing straightforward insurance cases, term insurance placements, and smaller portfolios.
• Maintain high service standards while managing assigned underwriting and implementation responsibilities.
• Communicate case updates, outstanding requirements, potential delays, and operational concerns proactively to management.
• Support departmental initiatives focused on improving workflow efficiency, operational processes, and service quality.
• Participate in ongoing training and professional development opportunities.
• Collaborate with internal teams to deliver a consistent, high-quality client and advisor experience.

Desired Skills:

• Strong organizational skills with exceptional attention to detail.
• Ability to review, interpret, organize, and summarize complex information accurately.
• Strong analytical and problem-solving abilities.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong follow-up skills with a proactive approach to managing outstanding requirements.
• Ability to work independently while collaborating effectively across teams.
• Strong sense of ownership, accountability, and professional judgment.
• Ability to handle confidential and sensitive information with discretion.
• Proficiency in Microsoft Office applications, CRM systems, and related business technology.
• Service-oriented mentality with a commitment to delivering a positive client and advisor experience.
• Willingness to learn new processes, develop technical expertise, and take on additional responsibilities.

Desired Qualifications:

• Bachelor's degree preferred or equivalent professional experience.
• 2–5 years of experience in insurance operations, underwriting support, case management, healthcare administration, medical records review, or a related field.
• Previous experience in life insurance, underwriting, or insurance case management preferred.
• Experience reviewing medical records or preparing medical summaries preferred.
• Working knowledge of life insurance underwriting concepts, carrier requirements, and policy implementation processes preferred.
• Experience using Salesforce or similar CRM and case management systems preferred.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $53,700 – $85,900. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.